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Form 709 Guidance: Gift Tax and Generation-Skipping Transfer Returns 25-26

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$129.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Tue, 08/26/2025 from 1:00 pm to 3:00 pm
 Fri, 11/21/2025 from 1:00 pm to 3:00 pm
 Fri, 01/16/2026 from 1:00 pm to 3:00 pm
Designed For:

CPAs, attorneys, enrolled agents and professional staff.

Prerequisite:

Understanding basic estate and trust terminology, and what constitutes a gift in this context.

Form 709 is filed by many tax practitioners but are frequently filed incorrectly. Especially troublesome is reporting the gift correctly on Schedule A, making the correct GST allocations and meeting the adequate disclosure requirements. This program will review common problems for preparers and provide examples of presentations for many of the frequently reported gifts in recent years.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

Sponsors

For Technical Support: 
Please contact the CalCPA Help Desk at (866) 928-8915, [email protected] . Allow 1 business day for email responses

Objectives

  • Determine whether to report the gift on Part 1, 2 or 3 of Schedule A
  • Recognize why adequate disclosure is important to limit the time for the IRS to audit the 709
  • Identify clear presentation of numerous types of gifts through various examples provided

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.